Blackhawk Capital Partners, LLC
Firm details
- Headquarters
- Thiensville, Wisconsin
- CRD number
- 158020
- Registered since
- March 12, 2015
- Website
- blackhawk-capital.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Commissions, Other
- Client types
- HNWI78.45%
- Individuals10.04%
- Pension & Profit Sharing Plans6.01%
- Corporations / Businesses5.5%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Blackhawk Capital Partners, LLC is an independent, SEC-registered advisory firm organized as an LLC that began registration in 2015. The firm serves both individual/family and institutional clients and positions itself as a capital allocator that blends discretionary portfolio management with planning and advisory services. Its service mix includes financial planning, portfolio management for individuals and small businesses, pension consulting support, and selecting outside managers. Blackhawk also conducts broker-dealer and insurance brokerage activities alongside its advisory work, and it employs a variety of client billing arrangements (percentage of AUM, hourly, fixed fees, commissions and other structures). The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities51%
- Public Funds/Mutual Funds24%
- Investment Grade Corp Bonds12%
- US Government Bonds5%
- Cash & Cash Equivalents4%
Contacts
3 of 7
Christopher Nei
Portfolio ManagerCRD 4910044
Susan Brousseau
Senior Vice PresidentCRD 1020604
Donald Tendick
PartnerCRD 4456078
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 37Active vs passive
$103M in ETFs
61%
$63.2M
32%
$40.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB SHORT-TERM US TREASURY ETF (SCHO) | Schwab | Passive | Short Government | $30.1M | 1,241,367 | 29.12% |
Location
Thiensville, WI
Ozaukee
Location
Thiensville, WI
Headquartered in Thiensville, WI, anchoring the Milwaukee-Racine-Waukesha, WI metro in the Midwest.
- Metro area
- Milwaukee-Racine-Waukesha, WI
- Region
- Midwest
- County
- Ozaukee
- Address
- 167 S Main St
- Time zone
- CT (UTC-6)
- Office locations
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